ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,038,636 | -4.7% | 13,919 | 0.0% | 0.11% | -21.3% |
| Q2 2023 | $1,089,301 | -8.4% | 13,919 | -17.3% | 0.14% | -18.1% |
| Q4 2022 | $1,188,703 | +244.6% | 16,830 | +205.2% | 0.17% | +201.8% |
| Q3 2022 | $345,000 | +267.0% | 5,515 | +305.8% | 0.06% | +205.6% |
| Q1 2021 | $94,000 | +10.6% | 1,359 | 0.0% | 0.02% | +12.5% |
| Q4 2020 | $85,000 | +14.9% | 1,359 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $74,000 | +4.2% | 1,359 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $71,000 | +12.7% | 1,359 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $63,000 | -26.7% | 1,359 | 0.0% | 0.02% | -15.8% |
| Q4 2019 | $86,000 | +8.9% | 1,359 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $79,000 | +2.6% | 1,359 | 0.0% | 0.02% | -5.0% |
| Q2 2019 | $77,000 | +2.7% | 1,359 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $75,000 | +11.9% | 1,359 | 0.0% | 0.02% | -4.8% |
| Q4 2018 | $67,000 | -13.0% | 1,359 | 0.0% | 0.02% | -19.2% |
| Q3 2018 | $77,000 | +6.9% | 1,359 | 0.0% | 0.03% | -7.1% |
| Q2 2018 | $72,000 | 0.0% | 1,359 | 0.0% | 0.03% | -3.4% |
| Q1 2018 | $72,000 | – | 1,359 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 496,529 | $37,050,971 | 22.21% |
| SOUTHERN CAPITAL ADVISORS, LLC | 274,989 | $20,519,677 | 17.07% |
| Veracity Capital LLC | 325,036 | $24,254,222 | 11.25% |
| COREPATH WEALTH PARTNERS LLC | 239,955 | $17,828,653 | 10.75% |
| ForthRight Wealth Management, LLC | 314,576 | $23,473,653 | 10.12% |
| McGlone Suttner Wealth Management, Inc. | 533,851 | $39,837,495 | 9.23% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 207,381 | $15,221,766 | 9.09% |
| HANTZ FINANCIAL SERVICES, INC. | 364,080 | $27,168 | 9.05% |
| STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
| ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |